Security Snapshot

MVB FINANCIAL CORP - Common Stock (MVBF) Institutional Ownership

CUSIP: 553810102

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

65

Shares (Excl. Options)

3,488,658

Price

$29.01

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+301,629
Value change
+$8,875,662
Number of holders
65
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
12,587,579
SEC-reported price per share
$29.01
Insider filing price
$29.01
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • MVBF - MVB FINANCIAL CORP - Common Stock is tracked under CUSIP 553810102.
  • 65 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 109 to 65 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $176,632,125 to $101,196,296.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 65 institutions filings for Q2 2026.

Open SEC evidence

Security key

553810102

Latest holder period

Q2 2026

13F holders

65

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
MVBF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 13% +47% $39,827,153 +$12,865,280 1,715,948 +48% Wellington Management Group LLP 31 Jul 2025
Bay Pond Partners, L.P. 5.6% +30% $16,411,346 +$3,652,809 728,409 +29% Bay Pond Partners, L.P. 17 Jul 2025

As of 30 Jun 2026, 65 institutional investors reported holding 3,488,658 shares of MVB FINANCIAL CORP - Common Stock (MVBF). This represents 28% of the company’s total 12,587,579 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
51%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WELLINGTON MANAGEMENT GROUP LLP 14% 1,763,416 -0.16% 0.01% $51,156,698
BlackRock, Inc. 8.3% 1,039,372 +11% 0% $30,152,183
DIMENSIONAL FUND ADVISORS LP 4.2% 533,007 +5.2% 0% $15,462,783
VANGUARD CAPITAL MANAGEMENT LLC 4.1% 517,571 +2.5% 0% $15,014,735
GEODE CAPITAL MANAGEMENT, LLC 2.5% 311,400 +15% 0% $9,036,128
AMERIPRISE FINANCIAL INC 2.2% 276,860 +12% 0% $8,031,709
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 2% 257,731 +120% 0.32% $7,476,776
STATE STREET CORP 1.9% 243,885 +0.69% 0% $7,075,104
ENDEAVOUR CAPITAL ADVISORS INC 1.5% 182,719 -2.8% 1.1% $5,300,678
KENNEDY CAPITAL MANAGEMENT LLC 0.97% 122,447 -1.5% 0.06% $3,552,187
BANC FUNDS CO LLC 0.92% 116,010 +27% 0.56% $3,365,450
Diamond Hill Capital Management, LLC (Investment Advisor) 0.89% 112,129 +28% 0.03% $3,252,862
ACADIAN ASSET MANAGEMENT LLC 0.8% 100,404 -11% 0% $2,909,000
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.78% 98,345 -15% 0.05% $2,852,988
NORTHERN TRUST CORP 0.74% 92,992 +5.3% 0% $2,697,698
Pure Financial Advisors, LLC 0.67% 84,824 0% 0.03% $2,460,744
VANGUARD PORTFOLIO MANAGEMENT LLC 0.63% 79,559 +23% 0% $2,308,007
VANGUARD FIDUCIARY TRUST CO 0.62% 78,124 +0.34% 0% $2,266,377
CITADEL ADVISORS LLC 0.62% 77,679 +1.9% 0% $2,253,467
Kestra Advisory Services, LLC 0.6% 75,000 0.01% $2,175,750
AMERICAN CENTURY COMPANIES INC 0.49% 61,656 -20% 0% $1,788,641
Bank of New York Mellon Corp 0.49% 61,345 +6% 0% $1,779,632
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.47% 59,770 +0.67% 0.01% $1,733,928
MORGAN STANLEY 0.45% 56,957 +15% 0% $1,652,335
ALLIANCEBERNSTEIN L.P. 0.45% 56,331 +1.8% 0% $1,398,699

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 3,488,658 $101,196,296 +$8,875,662 $29.01 65
2026 Q1 7,111,018 $176,632,125 +$4,178,544 $24.83 109
2025 Q4 6,914,815 $178,609,595 -$2,236,651 $25.83 104
2025 Q3 7,002,254 $175,472,752 +$8,352,859 $25.06 96
2025 Q2 6,740,445 $151,866,297 -$4,711,102 $22.53 90
2025 Q1 6,962,369 $120,586,224 +$378,523 $17.32 87
2024 Q4 6,907,509 $142,981,319 +$11,653,190 $20.70 88
2024 Q3 6,360,348 $123,137,581 -$878,702 $19.36 85
2024 Q2 6,393,248 $119,169,536 -$342,945 $18.64 77
2024 Q1 6,385,843 $142,468,019 +$3,995,241 $22.31 78
2023 Q4 6,188,752 $139,619,735 +$6,406,139 $22.56 77
2023 Q3 5,797,013 $130,894,496 -$1,011,253 $22.58 69
2023 Q2 5,844,295 $123,206,646 +$4,678,774 $21.08 67
2023 Q1 5,632,850 $116,172,283 -$2,147,262 $20.64 76
2022 Q4 5,730,377 $126,182,349 -$332,126 $22.02 70
2022 Q3 5,728,334 $159,428,670 -$786,875 $27.83 66
2022 Q2 5,754,262 $179,045,825 +$8,542,046 $31.11 74
2022 Q1 5,472,175 $227,058,236 +$406,193 $41.50 74
2021 Q4 5,622,974 $233,434,092 +$6,305,960 $41.52 80
2021 Q3 5,458,043 $233,690,184 +$6,680,596 $42.83 77
2021 Q2 5,301,081 $226,150,762 +$15,070,410 $42.66 74
2021 Q1 4,993,959 $169,040,687 +$17,466,487 $33.80 72
2020 Q4 4,470,165 $101,380,344 -$3,188,512 $22.68 58
2020 Q3 4,654,001 $74,333,422 +$2,310,891 $15.97 56
2020 Q2 4,517,773 $60,083,580 -$1,106,181 $13.30 56
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